What if finding your perfect clients were easy?

GET ACCESS TO "THE BOOKKEEPING CLIENT CLOSER" NOW!

Many bookkeepers and accountants are looking for better clients and a way to find those clients in 2021. 

THE PROBLEM IS...

  • They don't know that the perfect clients exist out there because 
  • They are following outdated advice from so-called "experts"...trying to cold message prospects on social platforms and email.
  • They think there is just "something wrong" with the way they are doing it because if  they land clients from these method, they aren't the best clients
  • And what's even worse, is they're wasting most of their time trying these outdated methods instead of building trust and authority with their perfect fit clients.

 

Bookkeepers like yourself need a way to get better clients without having to resort to methods that make them super uncomfortable.

 

Fortunately for you... I've created a solution that does just this.

WELCOME TO...

A better way to land clients for

  • Brand New Bookkeepers
  • Experienced Accountants
  • Your bookkeeping side hustle
  • Seasoned CPAs 
  • Anyone who offers bookkeeping or accounting services and NEEDS clients

WHAT'S INCLUDED:

#1

WORKSHOP 1 /  Your Perfect Fit Client

In this class, you'll work to identify who your perfect client would be. You'll walk away with the clarity of knowing who you DON'T want to work with as well as who you DO, through an exercise called the Client Clarity Questionnaire.

What We'll Work on: 

  • IDENTIFYING YOUR IDEAL CLIENT VALUES, YOUR PASSIONS, AND YOUR EXPERIENCE
  • RATING WHAT YOUR BEST CLIENTS HAVE IN COMMON

EXTRA BONUS: The Client Clarity Questionnaire

Along with the training, you'll also receive a a workbook to help you get clear on your perfect fit clients as well as rating your current clients for that perfect fit.

#2

WORKSHOP 2 / Finding Your Perfect Fit Client

In this workshop, you'll learn exactly where you should be looking to find your perfect fit client. You'll walk away with 12 ways to find them and some tips and methods to do so without cold messaging.

What We'll Work on: 

  • IDENTIFYING THE PLACES YOUR PERFECT FIT CLIENT HANGS OUT
  • METHODS AND IDEAS FOR ATTRACTING AND BUILDING TRUST WITH THEM

EXTRA BONUS: 12 Ways to Find Your Perfect Client

Included in this training is a checklist with all 12 places you can find perfect clients. You can refer to it when you're ready to increase your marketing efforts. This means that instead of just giving up after the first try, you will have multiple options ready to test out whenever needed.

#3

WORKSHOP 3 / How to Close Your Perfect Client

In this workshop, you'll learn how to prep for and think about discovery calls that showcase your expertise and don't feel like you're selling. You'll learn my pre-call routine and the blueprint that you can follow to gain the confidence you need to hold successful discovery calls that actually help you land your perfect clients.

What We'll Work on: 

  • PREPPING FOR A DISCOVERY CALL
  • THE DISCOVERY CALL STRUCTURE
  • QUESTIONS TO ASK IN DISCOVERY CALLS
  • HOW TO BUILD TRUST AND SHOWCASE HOW YOU HELP

EXTRA BONUS: Step-By-Step Discovery Call Blueprint

This training also comes with a blueprint you can use to help guide you through the prep work for a discovery call all the way through the sale. This will help to keep you on track during the calls and build the confidence you need to position yourself as the expert you are.

GRAB THE ULTIMATE SHORTCUT!

  • Identifying Your Perfect Fit Client (Valued at $97)
  • Where To Find Your Perfect Fit Client (Valued at $97)
  • How To Close Your Perfect Fit Client (Valued at $97)
  • The One Page Clarity Questionnaire (Valued at $47)
  • 12 Ways To Find Your First (or Next) Bookkeeping Client (Valued at $47)
  • Step-By-Step Discovery Call Blueprint To Captive and Convert Clients (Valued at $47)
  • NEW BONUS: Audio Masterclass: How To Think About Money To Make More Of It (Valued at $47)

  • Private Facebook Group (PRICELESS!)

Total Value = $479

TODAY'S PRICE = $37

YES I NEED THIS!

PLUS GET THIS BONUS AUDIO

In the interest of increasing your ability to charge your worth for the years of expertise you bring, you are also going to be getting this this bonus audio...

How to Think About Money to Make More of It

When it comes to money and the ability to make it, our thoughts matter more than you think! There are phrases you should avoid thinking saying and others that you should repeat over and over again. Listen to this audio to help shift the way you think about money in order to make more of it, and charge your worth!

How Would YOUR BUSINESS Be Different If You Could:

  • Know EXACTLY what makes a perfect client
  • QUICKLY be able to tell if someone is the perfect client for you
  • Stop cold messaging prospects and instead focus your time and energy connecting with your perfect clients
  • No longer have to guess about where to look for your clients and how to market yourself to them
  • Get to go into discovery calls with confidence on what questions to ask and how to position yourself as the expert
  • Be that business owner who seems to be able to land new clients without much effort and especially without feeling like you're "selling."

IF YOU ARE LIKE MOST ACCOUNTANTS, YOU WISH YOU DIDN'T HAVE TO SELL AND WISH THERE WAS AN EASIER WAY TO LAND CLIENTS...

Or maybe you've tried a strategy you read in a book, only to feel like it wasn't authentic and left you (and your prospect) feeling... gross.

And right now maybe you're feeling worried that it's only a matter of time before you have to go back and get a 9-5 because the clients you're getting (if you're getting any) are way less than perfect clients.

You don't have any more time to waste on hoping that you start to land better clients that pay more and that you enjoy working with.

UNLIKE OTHER THINGS YOU MAY HAVE TRIED IN THE PAST, THIS PROGRAM IS A SIMPLE STEP-BY-STEP SOLUTION DESIGNED TO GET YOU CLEAR ON YOUR PERFECT FIT CLIENT AND LAND THEM!

Because let's face it, selling isn't our strong suit--we're numbers people!

Finally get better clients in your pipeline and feel good about the way you're doing it!

FOR LESS THAN $40! YES PLEASE!

LEAVE THE NERVES BEHIND WITH...

  • A dependable way to vet potential clients
  • A strategy that encourages your unique personality and building trust as a way to "sell"
  • The structure you need to finally feel confident about sales calls (and dare I say fun?)!
  • Steps to take to get yourself in front of your perfect client, without feeling 'sleazy.'

... for only $37!

WHY SHOULD YOU TRUST ME?

 

I don't just teach this stuff; I actually do it. I'm an accountant who used to be scared to death of "selling." If I was successful at landing bookkeeping clients, at first I only found the *worst* clients.

I've since learned that discovery calls can be fun once you let go of feeling like you have to "sell." And once I changed the way I conducted my sales calls to follow the blueprint, the quality of clients improved drastically. Since 2019 I've helped a lot of other bookkeepers and accountants break through their selling struggles, too, and now are confident and excited going into each discovery call.

I keep it real. As a business owner (and a stay at home mom), I don't have time for fluffy strategies. You probably don't either. But commitment to the process is required.

FOR LESS THAN $40! YES PLEASE!

Hey I'm Serena!

I help bookkeepers and accountants start and grow their bookkeeping, accounting, and consulting businesses.  

After starting my business as a side hustle to motherhood about 4 years ago, I learned how scary selling can be when you don't have a clear-cut strategy and at times you feel so nervous and discouraged you want to throw in the towel.

After working on my own mindset around selling and spending countless hours researching and testing methods in my own business, I developed a simple  process that any bookkeeper or accountant can use to get clear on their perfect fit clients and start bringing in better clients to their business.

Now it's your turn to use this strategy to turn your client woes into client wins so that you can start to have fun in discovery calls and marketing, knowing that your perfect fit clients will come along.

Discovery Calls are my favorite part of running my business now and I believe anyone can shift to this thinking, no matter where you're currently at.

Just know that whatever you want is within your reach right now...

GRAB THE ULTIMATE SHORTCUT!

  • Identifying Your Perfect Fit Client (Valued at $97)
  • Where To Find Your Perfect Fit Client (Valued at $97)
  • How To Close Your Perfect Fit Client (Valued at $97)
  • The One Page Clarity Questionnaire (Valued at $47)
  • 12 Ways To Find Your First (or Next) Bookkeeping Client (Valued at $47)
  • Step-By-Step Discovery Call Blueprint To Captive and Convert Clients (Valued at $47)
  • NEW BONUS: Audio Masterclass: How To Think About Money To Make More Of It (Valued at $47)

  • Private Facebook Group (PRICELESS!)

Total Value = $479

TODAY'S PRICE = $37

YES I NEED THIS!

FREQUENTLY ASKED QUESTIONS...

GET ACCESS TO THE BOOKKEEPING CLIENT CLOSER AND START FINDING YOUR PERFECT CLIENTS TODAY!

YES, I NEED THIS!